What AI says about Praxis Insurance Partners
Praxis Insurance Partners helps high-net-worth clients preserve wealth and fund estate taxes, buy-sell agreements, and business succession using tailored, premium-financed life insurance solutions that provide liquidity without liquidating assets. Their services cover estate planning, business planning, estate equalization, succession planning, and philanthropic giving, all designed to create tax-efficient, multigenerational wealth transfer and lasting legacy. They emphasize partnering with advisory teams to protect wealth for future generations, led by advisors Wes Patterson and Shawn Thompson.
AI named Praxis Insurance Partners in December 2025.